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Set Up Document Types for Loan Origination

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Set Up Document Types for Loan Origination

Define the specific types of documents needed from your loan applicants so that you can ensure consistency across loan applications.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

User Permissions Needed
To create document types:	System Administrator AND Document Checklist Item

User Permissions Needed

To create document types:

System Administrator

AND

Document Checklist Item

From Setup, in the Quick Find box, enter Document Type, and then select Document Type.
Click New Document Type.
Enter a label for the document type.
For example, Aadhaar Card.

The API name is automatically filled based on the label and can be customized. Edit the API name to make sure that each document type has a unique API name.
Make sure that the Is Active checkbox is selected.
Enter a description for the document type.
To add another document type, click Save & New or to finish, click Save.
Create document types for each type of document that’s required to complete a loan application. For the list of document types that you must create, see Document Types and Document Categories Required for Loan Origination.